1st Global
Accounting Transition Advisors ACOM Solutions, Inc. Adjamian Affiliated Inc. ADP Small Business Services AdvanceCPA
AFA Financial Group AICPA
American Express Open AMI – The Paperless Company Arxis Technology, Inc.
Associated Sales Tax Consultants Attorneys Corp. Service
Avalara
Binding Systems of America Bisk Education, Inc. Blytheco
BNA Tax Management Inc. BQE Software Inc. California CPA Education
Foundation
California CPA ProtectPlus California Society of CPAs CAMICO Mutual Insurance CaseWare International, Inc. CCH, a Wolters Kluwer
business
CCH Small Firm Services Ceridian
CFS Tax Software, Inc. CIT Small Business Lending Commercial Cashflow Advisors CPA Magazine
CPA Technology Advisor CPAASP.com
CPA2Biz, Inc.
DimeSoft Business Solutions Doc.It
Drake Software E-chx, Inc.
Earth Solar Solutions
Eastman Kodak Co. eFileCabinet Emochila, Inc. Fidelity Investments FileYourTaxes.com Fishbowl Inventory Fujitsu Computer Products
of America
Global Data Technologies Inc. Helpmates Financial Staffing IncorTech
Intuit KBKG, Inc. Kleinrock
Herbert H. Landy Insurance Agency
LeapFILE, Inc. MassMutual Method Integration Microsoft Corporation Mitchell & Mitchell Insurance
Agency, Inc.
Monroe Systems for Business O’Connor & Associates Office Tools Professional Overnite Express Paychex, Inc.
PayCycle, Inc. Personable, Inc.
The Progressive Accountant ProHorizons
RealTimeBookkeeping.com Arkworks Div of RedGear
Technologies
The Receivables Exchange Ricoh Corporation Right Networks Sage Software SmartVault SourceMedia SpeedTax SurePrep, LLC Survival Strategies, Inc. TASC
TaxWorks
Thomson Reuters Tax & Accounting
TimeValue Software TIW Technology, Inc.
Total Financial Resource Group Union Bank of California Waddell & Reed, Inc. WaMu
Wellspring Software
Partial List of Exhibitors
representing hardware, software, financial services, web services, business services, reference, publications.Sponsors
California CPA Education Foundation Host Sponsor California Society of CPAs Host Sponsor ADP Small Business Services Sponsor Badges CCH, a Wolters Kluwer business Sponsor-Tote Bags
Intuit Sponsor
Sage Software Sponsor
SmartVault Corporation Sponsor Lanyards
Thomson Reuters Tax & Accounting Sponsor
Union Bank of California Sponsor
CPA Magazine Media Sponsor
CPA Technology Advisor Media Sponsor
The Progressive Accountant Media Sponsor
SourceMedia Media Sponsor
as of 3/27/09
In this downturned economy, find new systems to save time and money.
■ See new accounting software, hardware and reference sys-tems.
■ See new Internet, Web servic-es, and online systems. ■ See smart tyechnology to
keep in contact with clients when you are on the road. ■ Meet leading financial service
providers in banks, brokerage and insurance.
■ Network with your peers. ■ Low-cost lunch service each
day, you don’t have to leave the hotel.
Free Show, Free CPE Keynotes, Low-cost CPE at $40/day
Attend the free opening session each day, 8:20-10 am, with 2 hours of free CPE. See new products and services in all 3 exhibit halls.The Show is free. Register online.
Name_____________________________________________________
■
CPA? Title______________________________________________________________ Company__________________________________________________________ Street_____________________________________________________________ City__________________________________________State_____Zip_________ Phone(_____)_______________________Fax(__ ___)______________________ Email______________________________________________________________ I. D. Number _______________________________________________________ Signature __________________________________________________________ Method of Payment■
Check payable to Flagg Management Inc■
AMEX■
Visa■
MasterCardCard no_____________________________________________________________
Signature____________________________________________ Exp date ___/___
Choose sessions from column at left. I wish to attend the paid CPE Sessions:
Indicate Sessions you wish to attend. No cancellations after May 15. Substitutions permitted with written notification.
■
Full Day, Mon, June 1 ($40. in advance. $50. after May 15)■
Full Day, Tues, June 2 ($40. in advance. $50. after May 15)■
2 Full Days, June 1-2 ($70. in advance. $100. after May 15)3 Ways to Register:
ONLINE
FAX:
MAIL:
flaggmgmt.com/ny 212-286-0086 Flagg Management
save time and 353 Lexington Ave
register online New York, NY10016
CONFERENCE
FREE EXHIBITS
Monday, June 1 8:20 - 4:50 pm Tuesday, June 2 8:20 - 3 pm Monday, June 1 10 - 4 pm Tuesday, June 2 10 - 4 pmOne Day fee $40 in advance, $50 after May 15 Two Day fee $70 in advance, $100 after May 15
CPE SESSIONS
Total : $________HOTEL RESERVATIONS
Sponsored by: PRSRT STD U.S. POSTAGE PAID CLIFTON, NJ PERMIT NO 1104 Flagg Management Inc353 Lexington Avenue New York, NY 10016 (212) 286-0333 Fax: (212) 286-0086
Check sessions you wish to attend:
Day One, Monday, June 1
($40 in advance, $50 after May 15) 8:20-10 am (2 CPE credits)
■
Session 1: Rick Richardson, New CPA & Business Technology11-11:50 am Concurrent Sessions. Choose one. (1CPE credit)
■
Session 2: Change in the Downturn M. Darren Root■
Session 3: Smart Technology panel Rose, Mod.,Primes, Savin1:20-3 pm Concurrent Sessions. Choose one. (2 CPE credits)
■
Session 4: Security David M. Cieslak■
Session 5: QuickBooks Update Dante Layton4 -4:50 pm General Session. ( (1 CPE credit)
■
Session 6: Blogs, Social Media Gregory L. LaFolletteDay Two, Tuesday, June 2
($40 in advance, $50 after May 15) 8:20-10 am (2 CPE credits)
■
Session 10: Opportunities in the Downturn Jon Baron 11-11:50 am General Session. ( (1 CPE credit)■
Session 11: Great Time in Public Acctg Gregory L. LaFollette1:20-3 pm Concurrent Sessions. Choose one. (2 CPE credits)
■
Session 13: Tax & Research David Bergstein■
Session 14: Paperless Office, panel Carlino, Mod., Blaylock, MackintoshPlease Print. Multiple requests on duplicates of this form.
Online or Fax. Deadline May 15. Confirmation will be sent beginning May 1. Sessions available on first- come, first-served basis. Act today.
Register here or Online at:
www.
flaggmgmt.com/ca
Fax:
212-286-0086■
Free Show Only.■
Register for paid CPE Conference■
Interested in exhibitingCPE - CONFERENCE & FREE SHOW REGISTRATION
CONFERENCE - CPE SESSIONS
25th Annual
2009 California Accounting & Business
2009 California Accounting & Business
June 1-2, 2009 Mon-Tues
,LAX Hilton Hotel, Los Angeles
5711 West Century Blvd, at the LAX Airport, off the 405 Freeway
Register at the beautiful and convenient LAX Hilton Hotel, at the special low rate of $145 plus tax. 5711 West Century Blvd, right off the #405 San Diego Freeway and right at the LAX Airport. The Lax Hilton is the headquarters hotel for the Show and Conference. All hospitality and network functions are at the 1200 room hotel. Special rate of $145 plus tax for the period of Sun-Weds, May 31-June 3.
The LAX Hilton has moderate priced parkingfor 400 cars at $18 per day self parking, $26 per day valet parking. The hotel has a shuttle bus that serves all the airlinesin the LAX Airport.
Phone for reservations by calling LAX Hilton at: 310-410-4000. Ask for Flagg Management/ California Accounting Show. Make your hotel reservations before May 1 to insure that you will receive the special low rate.
25th Annual
2009 California
2009 California
Accounting & Business
Accounting & Business
Show & Conference
Show & Conference
June 1-2, 2009 Mon-Tues
(New dates for 2009)
LAX Hilton Hotel, Los Angeles
5711 West Century Blvd, at the LAX Airport, off the 405 FreewaySponsored by:
Managing the Economic Downturn.
New Strategies and New Accounting and Financial Services
to Lower Cost and Help your Clients Now.
The 2009 California Accounting & Business Show & Conference, June 1-2, is your opportunity to find smart accounting and financial service to lower your costs and help your clients.
Register today for the free show and the low-cost CPE.
The CPE educational sessions will be low-cost at $40 per day with 5 CPE credits or $70 for 2 days with 10 CPE credits. The CPE is accredited by the National Association of State Boards of Accountancy (NASBA). The free show is a search engine for CPA systems and financial services.
Network with your CPA peers who are experiencing the same economic uncertainties.
This is the largest meeting of CPAs in California this year.
Visit: flaggmgmt.com/ca
CALIFORNIAACCOUNTING& BUSINESSSHOW& CONFERENCE c/o Flagg Management Inc. 353 Lexington Ave, New York, NY10016 phone: 212-286-0333 fax: 212-286-0086 flaggmgmt.com/ca flaggmgmt@msn.com
Free Show:
Mon, June 1 10 - 4 pm Tues, June 2 10 - 4 pmConference:
Mon, June 1 8:20 - 4:50 pm Tues, June 2 8:20 - 3 pm SponsorsRe
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Jon Baron, President, Professional Software & Services, Tax & Accounting, Thomson Reuters, Dexter, MI Tues, June 2, 8:20-10 am 2 Free CPE credits.
Opportunities in a Challenging Economy. Dana ‘Rick’ Richardson
CPA, CITP, Richardson Media & Technologies, Canton, CT Mon, June 1, 8:20-10 am 2 Free CPE credits.
Accounting & Business Technology. Hot new products. Predictions for next year. Coping with the economy.
Free CPE
Session Day One
Free CPE
Session Day Two
DAY ONE, Monday, June 1
Conference registration and coffee service 7:30 - 8:20 am 2nd floor LAX Hilton Conference Complex-take stairs or elevator to ‘2’. Session 1 8:20-10 am 2nd floor LAX Hilton Conference Session Room. General Session (2 CPE credits)
Hot New CPA & Business Technology. Predictions for This Year. New PDAs and
Communications Systems. New CPA & Business Security. Cool New Products.
Dana ‘Rick’ Richardson, CPA, CITP, Richardson Media & Technologies, Canton, CT
Rick will share the latest CPA and business technology trends. Rick is your best source to stay on top of the CPA technology mar-ketplace. He will cover new products, hardware, software, communications and emerging technologies. Come hear his technology predictions for 2009. Rick is your Search Engine for cool new technology.
Exhibits open
10 – 4 pm Exclusive show viewing time 10-11 am. CPE sessions will have scheduled breaks to see the exhibits in 3 halls; International, Pacific and Plaza on the lower level.Cash lunch service in the exhibits11- 2 pm – Plaza exhibits, lower level of the LAX Hilton.
Concurrent Sessions
Select one of two 2nd floor LAX Hilton Conference Session Room. (1 CPE credit)Session 4: 1:20-3 pm
Security: Help Trim Costs in this
Recession and Boost Productivity.
David Cieslak, CPA, CITP, GSEC, Managing Partner, Arxis Technology, Inc, Simi Valley, CA
David Cieslak is the Chair of the AICPA’s Information Technology Executive Committee. He is a certified secu-rity expert. Come hear how you can reduce your secusecu-rity threats in your practice and in your client operations.
Session 5: 1:20-3 pm
Common QuickBooks Mistakes Clients
Make and How to Fix Them
Dante Layton, President, Dante Layton, Inc. QuickBooks is very easy to use – once it has been set up properly. Many clients have learned to use the software by trial and error, and because of that, do make mistakes. This session will remedy those mis-takes.
Reception for Exhibitors, Monday, June 1, 4 pm
M. Darren Root, CPA.CITP, Pres, Root & Associates LLC and Executive Editor,The CPA Technology Advisorwill announce the winners of the 6th Annual Tax & Accounting Technology Innovation Awards. See details next page.
2009 California Accounting & Business
2009 California Accounting & Business
Conference Program
Conference Program
Dana ‘Rick’ Richardson
Session 2 11-11:50 am
Change is Upon Us With the Economic Downturn:
Where Do We Go from Here.
M. Darren Root, CPA.CITP, President, Root & Associates LLC and Exec Editor, The CPA Technology Advisor, Bloomington, IN
The economic downturn and the Stimulus Package are changing the way the accounting profession and their clients do business. How to adapt to the new economic climate and manage your clients business from cash flow to accounting and reporting. Putting new technologies to
work. Integrating systems and implementing the paperless office. The ben-efits of Software as a Service (SaaS) and the virtual office. Darren Root will make it easy for you to consider alternatives that are cost-effective and will increase your client services and your bottom line.
Session 3 11-11:50 am
Smart Technologies for CPAs and Their
Clients. How to Do More with Less.
Moderator: T. Steel Rose, CPA, Editor, CPA Magazine
David Primes, CPA, Shareholder,
Sobul, Primes & Schenkel, Los Angeles, CA Jerald M. Savin, FIMC, CMC, CPA, Pres/CEO,
Cambridge Technology Consulting Group, Inc. Come hear about new technologies: PDAs, smart phones, faxes and small computers to keep in con-tact with your clients in the office and on the road. In this downturned economy, we all need cost savings and time savings to do our job better.
M. Darren Root
T. Steel Rose
Jerald M. Savin
Show concludes at 4 pm. Conference concludes at 4:50 pm.
David Cieslak Dante Layton
Cash lunch service in the exhibitsfrom 11 am to 2 pm – Plaza level, lower level of the LAX Hilton.
Exclusive show viewing time 12 noon – 1:20 pm.
Concurrent Sessions
Select one of two 2nd floor LAX Hilton Conference Session Room. (2 CPE credits)3 - 4 pm Break in the exhibits Exclusive show viewing time – Plaza level, lower level of the LAX Hilton. Session 6 4-4:50 pm 2nd floor LAX Hilton Conference Session Room. General Session (1 CPE credit)
What You Need to Know About Blogs, Podcasts and Social Media: Attract New Business
and Support your Clients.
Gregory L. LaFollette, CPA, CITP, Publisher, The Progressive Accountant, Sioux Falls, SD
President Obama won the election with Facebook and Social Media assistance. It can help your accounting business and your client business as well. Find out about blogs, podcasts and social media from a leading CPA technologist who has launched a new online publication, The Progressive Accountant.Find out how web-based and email-based programs can help you attract new business.
DAY TWO, Tuesday, June 2
Conference registration and coffee service 7:30 - 8:20 am 2nd floor Conference Complex-take stairs or elevator to ‘2’.
Session 10: 8:20-10 am 2nd floor Conference Session Room. General Session (2 CPE credits)
Opportunities in a Challenging Economy.
Jon Baron, President Professional Software & Services, Tax & Accounting, Thomson Reuters, Dexter, MI
Jon Baron is President of one of the leading tax and accounting providers, a major division of Thomson Reuters. The U.S. Economy is challenging businesses and the accounting profession, yet there are opportunities in this downturn for CPAs and their clients to use technology to lower costs and increase productivity. Come hear this presentation from a leader in tax and accounting technology.
Exhibits open
10 – 4 pm Exclusive show viewing time 10-11 am. CPE sessions will have scheduled breaks to see the exhibits in 3 halls; International, Pacific and Plaza on the lower level.Cash lunch service in the exhibits11- 2 pm – Plaza exhibits, lower level of the LAX Hilton. Session 11: 11-11:50 am 2nd floor LAX Hilton Conference Session Room. (1 CPE credit)
Even in this Stimulus Economy, it’s a Great Time to be in Public Accounting.
Gregory L. LaFollette, CPA, CITP, Publisher, The Progressive Accountant, Sioux Falls, SD
The accounting profession are the line soldiers in this stimulus economy. Your clients are looking to you to preserve cash and maintain their business. Greg LaFollette will provide some concrete programs that will help you get through this downturn. He will help both your practice and your client opera-tions. Greg has 30 years of CPA experience with Thomson Reuters, Cygnus publications, and now publisher of The Progressive Accountant e-newslet-ter and website. Plan to attend this important session.
Cash lunch service in the exhibitsfrom 11 am to 2 pm – Plaza level, lower level of the LAX Hilton.
Exclusive show viewing time 12 noon – 1:20 pm.
Concurrent Sessions
Select 1 of 2 2nd floor LAX Hilton Conference Session Room. (2 CPE credits)Reception for Exhibitors, MONDAY, June 1, 4 pm
M. Darren Root, CPA.CITP, President, Root & Associates LLC and Executive Editor, The CPA Technology Advisorwill announce the win-ners of the 6th Annual Tax & Accounting Technology Innovation Awards. Plan to attend this reception and awards event at the close of the show Monday.
Now in their sixth year, The CPA Technology Advisor‘s annual Tax & Accounting Technology Innovation Awards have become a pinnacle of recognition for technology vendors serving the tax and accounting pro-fession.
Conference Program continues
A full day of CPE at only $40/day. Two full days of CPE at only $70/two days. Save time. Save money. Register today.
Program and speakers subject to change
Jon Baron
Show concludes at 4 pm. Conference concludes at 3 pm. Session 14: 1:20-3 pm
The Paperless Office: How to Save Time and Money
and Reduce Paper Recordkeeping.
Moderator: William Carlino, Editor-in-Chief, Accounting Today,a SourceMedia publication, New York, NY
James Blaylock, CPA, President, eFileCabinet.com, Provo, UT
Teresa Mackintosh, CPA, CITP, Senior Vice President, CS Professional Suite, Thomson Reuters, Dexter, MI
Paperless office is now a mature technology to save time and money and reduce paper recordkeeping in your practice and in your client operations. Leaders in paperless office technology will share their experi-ence with you in setting up a paperless office sys-tem, overcoming office reluctance for change and tips on how to make a new system work smoothly. Session 13: 1:20-3 pm
Tax and Research in a Down Economy: Putting CCH
Software to Work.
David Bergstein,CPA, CCH, a Wolters Kluwer business, Riverwoods, IL New tax and research solutions are available to support your practice and your client operations. Online systems are available to save time, increase productivity, serve virtual offices. This tax and research technology will save money in this downturn economy. CCH, a Wolters Kluwer business, will bring you up to date with your accounting and tax packages that fit budgets and your operation.
William Carlino
James Blaylock
Register at the beautiful and convenient LAX Hilton Hotel, at the special low rate of $145 plus tax. 5711 West Century Blvd, right off the #405 San Diego Freeway and right at the LAX Airport. The Lax Hilton is the head-quarters hotel for the Show and Conference. All hospitality and network functions are at the 1200 room hotel. Special rate of $145 plus tax for the period of Sun-Weds, May 31-June 3.
The LAX Hilton has moderate priced park-ingfor 400 cars at $18 per day self parking, $26 per day valet parking. The hotel has a shuttle bus that serves all the airlinesin the LAX Airport.
Phone for reservations by calling LAX Hilton at: 310-410-4000. Ask for Flagg
Management/ California Accounting Show.
Make your hotel reservations before May 1 to insure that you will receive the special low rate.
HOTEL RESERVATIONS
CONVENIENT PARKING
Method of Presentation Lecture, Q&A
Delivery Method Group - Live
Level of Knowledge Basic
Recommended CPE Credit 50 min sessions=1 CPE 100-min sessions= 2 CPE
Prerequisite None
Advance Preparation None
Credit hours of 50-minutes for 1 CPE credit, 100 minutes for 2 CPE credits are recommended in accordance with the Statement on Standard for Continuing Professional Education (CPE) Programs published by the NASBA.
Flagg Management Inc is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of con-tinuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org} For more information regarding administrative policies such as complaint and refund, please contact Flagg Management at 212-286-0333 or online at flaggmgmt@msn.com.
LAX HILTON HOTEL(310) 410-4000 $18.00/Day Self-Parking $26.00/Day Valet Maximum rate for underground entrance on west side of hotel parking for approx 400. No in-and-out unless registered at the hotel. You must come early to park at the Hotel.
THE PARKING SPOT(310) 642-0947 next to the Hilton on Century Blvd.
$17.95/Day Self-Parking $19.50/Day Valet parking Enclosed parking 6’6” clearance (Valet parking only). WALLY PARK(310) 337-1944
Bellanca off Century Blvd.
$16.95/Day Self-Parking $19.95/Day Valet Enclosed and open-air parking.
CPE INFORMATION
You are cordially invited to the 25th Annual sponsored by the California Society of CPAs.■ Low-cost lunch service each day – you don’t have to leave the hotel. ■ 3 floors of exhibits.
■ Free opening sessions each day, 8:20-10 am with 2 hours of free CPE.
■ Convenient parking - 3 locations